Financial Operations Specialist

6 days ago


Madison, Wisconsin, United States Securian Financial Group Full time
Company Overview:
Securian Financial Group is a leading provider of life insurance, investment products, and financial services. We value innovation, collaboration, and customer satisfaction.

Job Summary:
We are seeking a Premium Reconciliation Representative to join our Madison, WI branch office location. As a key member of our team, you will be responsible for handling customer service-related inquiries, communicating with stakeholders, and resolving complex issues related to insurance plan provisions and administrative procedures.

Responsibilities:
* Handle customer service-related inquiries (calls, emails, and other correspondence) for the Madison Branch Office
* Communicate with employers, employees, Wisconsin Department of Employee Trust Funds staff, and Home Office associates to resolve inquiries and solve problems regarding insurance plan provisions and administrative procedures
* Audit and process retirement certifications of coverage
* Reconcile monthly premiums for local and state government employers, annuitants, and directly billed insured
* Verify eligibility for conversions to individual policies

Requirements:
* 2+ years' experience in office administration and customer service
* Experience working with accounting, payment reconciliation, or related fields

Preferred Qualifications:
* Experience with Wisconsin Statutes and Wisconsin Administrative Code Rules applicable to the Wisconsin Public Employers Group Life Insurance Program
* Experience in the insurance industry
* Experience using the CARE claims system

What We Offer:
* Estimated base pay range: $18.27 - $31.73
* Opportunities for professional growth and development
* Comprehensive benefits package including paid time off, leave programs, company-funded pension plan, and health insurance
* Hybrid work environment allowing flexibility between virtual and in-office work

About Us:
Securian Financial Group values diversity, equity, and inclusion. We are committed to creating a workplace where everyone feels valued, respected, and empowered to succeed.

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